Lifestyle Planning/Coaching

Many of our clients seek our help when their lives meet a crossroads; tackling everything on your own is no easy feat.

Handling each aspect of financial planning is a difficult thing to manage on your own. Whether you’re simply looking for financial security, or trying to get the most out of your money and enjoy life to the fullest.

Whether you’ve lost a loved one, have recently separated from a partner or you’ve simply decided to lead a different life, adapting to change isn’t always easy. Especially when it comes to understanding the importance of effective financial planning.

Experiencing a lifestyle change can be an uncertain and lonely time. Many of our clients find themselves asking questions such as:

  • “I can’t do this on my own – who should I turn to?”
  • “How can I feel secure in my finances?”
  • “How do I adapt to this new lifestyle?”
  • “I just want one adviser I can trust – but how do I find them?”
  • “How can I find closure from my old lifestyle?”

Being able to depend on someone you can trust is priceless when you’re independently organising your finances – and that’s something we’re proud to specialise in.

We’re Chartered Financial Planners with over 35 years’ experience in working with clients in a way that is straightforward, bespoke and aspiration-driven. We’ll help you work out where you are now and where you want to be. Wherever that is, we’ll be with you every step of the way.

After all, you just want reassurance that everything will be okay; your finances, your family, your children, your assets and your future. If you’d like to learn more about how we work with people experiencing a lifestyle change, please don’t hesitate to get in touch.

To do this, we go DEEPER than most advisers. Here’s our process:

  • Discover and explore your financial goals
  • Evaluate your current financial situation
  • Estimate the resources you’ll need to get you to your goals
  • Plan out the route to get you where you want to be
  • Execute the current financial action plan
  • Review and revise regularly to make sure you’re on track

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It’s all about developing relationships

We’re here to be your trusted adviser and guide. We’d love to arrange a no-obligation chat with you, over the phone or over a coffee.

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